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- earnings report decoder
earnings report decoder
Decodes complex earnings reports and transcripts into plain-language professional readouts.
$5
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earnings report decoder
Example session with this skill installed
Analyze this Q3 earnings release for CloudScale Tech. They reported $500M revenue but mentioned some one-time legal costs and a change in their full-year outlook.
- Read your context and instructions
- Compiled the earnings report decoder
I have decoded the Q3 earnings release for CloudScale Tech, isolating the core financial performance from one-time impacts and management claims.
Q3 Earnings Decoder: CloudScale Tech
| Metric | Q3 Value | YoY Change | Note |
|---|---|---|---|
| Revenue | $500M | +12% | Beat internal targets; driven by SaaS growth. |
| GAAP Net Income | $45M | -5% | Impacted by one-time legal settlement. |
| Adj. EBITDA | $85M | +18% | Excludes $15M legal cost; shows margin expansion. |
| Operating Margin | 17% | +200bps | Improved efficiency in R&D spend. |
What Changed
The primary shift this quarter is the decoupling of GAAP and non-GAAP earnings due to a $15M legal settlement. While top-line revenue grew 12%, the net income figure shows a decline that is non-recurring. Additionally, the company transitioned from a "growth-at-all-costs" narrative to a focus on adjusted profitability.
Driver Analysis
- SaaS Subscription Growth: Contributed 80% of new revenue, showing high recurring value.
- Legal Settlement: A one-time $15M outflow related to patent litigation; does not affect future cash flow.
- R&D Optimization: Lower headcount growth in non-core projects improved operating margins.
Guidance Changes
Management lowered the top-end of full-year revenue guidance from $2.1B to $2.05B. They cited "macroeconomic headwinds" affecting sales cycles in the enterprise segment. However, they raised Adjusted EBITDA guidance, suggesting they will cut costs to protect profits if revenue slows.
Risk and Uncertainty Notes
- Sales Cycle Lengthening: Management claims this is market-wide, but it may be specific to their new product tier.
- Legal Overhang: While this settlement is closed, the transcript hints at ongoing compliance audits in EMEA.
- Revenue Concentration: 40% of Q3 growth came from three major contracts; high churn risk next year.
Next steps
- Verify if the enterprise sales slowdown is reflected in competitor reports (e.g., Datadog or Snowflake).
- Monitor the EMEA compliance audits mentioned in the Q&A session.
- Re-evaluate the valuation based on the lowered full-year revenue ceiling.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
Public earnings releases and transcripts are dense with jargon, adjusted metrics, and management spin. This skill decodes complex financial reports into clear, actionable summaries for developers or investors who need the signal without the noise.
What it does
- Metric distillation identifies and separates reported GAAP results from adjusted non-GAAP figures to show true performance.
- Trend analysis tracks year-over-year and sequential changes to highlight whether growth is accelerating or stalling.
- Guidance tracking explicitly flags changes in future outlook and management expectations.
- Risk identification surfaces one-time items, liquidity issues, and management claims that lack evidence.
- Jargon translation converts analyst vocabulary into plain language without losing technical accuracy.
How it works
- Input ingestion takes a raw transcript, press release, or company name to begin the analysis.
- Fact isolation separates hard financial data from management commentary and assumptions.
- Synthesis builds a professional readout structured by snapshot, changes, and drivers.
- Quality check ensures all claims are attributed and no consensus data is fabricated.
Frameworks & tools
This skill utilizes financial reporting standards and equity research frameworks to process SEC filings, earnings call transcripts, and investor relations releases.
Why this beats prompting it yourself
Generic prompts often hallucinate consensus numbers or fail to distinguish between management's "adjusted" spin and actual GAAP reality. This skill enforces strict quality gates that prevent fabricated data and force attribution for every management claim.
Use cases
- Summarize a 50-page earnings call transcript into a 2-minute readout.
- Compare this quarter's guidance against previous management statements.
- Identify the specific business drivers behind a sudden margin compression.
- Audit management commentary to find hidden risks or one-time windfalls.
Known limitations
Does not provide personalized financial advice or buy/sell instructions. Cannot verify live stock prices or fabricate missing analyst consensus data.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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